PUTNAM FOCUSED LRG CAP VALUE PVAL
$51.67
+1.1% 52w: $38.70 – $51.88
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data38.7045.2951.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
314
+54 QoQ
13F value
$7.45B
+26.8% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $195K puts
Institutional value by quarter
Number of holders
Who owns PVAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 35.9M | $1.67B | 0.1% | +48.4% |
| MORGAN STANLEY | Bank broker | 14.1M | $655.1M | 0.0% | +47.6% |
| Cetera Investment Advisers | Wealth advisor | 8.3M | $386.8M | 0.4% | +21.6% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 7.7M | $358.4M | 4.1% | +12.7% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 7.2M | $332.0M | 1.6% | +11.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 6.7M | $309.1M | 0.4% | +30.0% |
| UBS Group AG | Bank broker | 5.6M | $259.4M | 0.0% | +11.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 5.5M | $254.8M | 0.2% | +19.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.6M | $215.2M | 0.1% | +14.3% |
| CWM, LLC | Wealth advisor | 3.3M | $155.1M | 0.4% | +2.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.7M | $124.7M | 0.0% | +75.6% |
| Modern Wealth Management, LLC | Wealth advisor | 2.3M | $107.3M | 1.8% | +16.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.3M | $106.6M | 0.1% | +6.4% |
| Allegheny Financial Group | Wealth advisor | 2.3M | $105.9M | 14.3% | +15.1% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 2.0M | $91.8M | 7.7% | -3.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.9M | $86.3M | 0.2% | +18.4% |
| Opal Wealth Advisors, LLC | Wealth advisor | 1.6M | $72.8M | 16.5% | +1.9% |
| HighTower Advisors, LLC | Diversified mechanical | 1.3M | $60.9M | 0.1% | +6.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.3M | $60.7M | 0.2% | +37.0% |
| Corient Private Wealth LLC | Diversified mechanical | 1.3M | $58.1M | 0.1% | -43.1% |
| LPL Financial LLC | Bank broker | 1.2M | $57.9M | 0.0% | +60.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.2M | $54.9M | 0.3% | +19.0% |
| Capital Analysts, LLC | Wealth advisor | 1.1M | $50.6M | 1.3% | +16.3% |
| Bleakley Financial Group, LLC | Wealth advisor | 1.0M | $47.8M | 0.7% | +32.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.0M | $47.3M | 0.0% | +107.2% |
| Wealthspire Advisors, LLC | Wealth advisor | 975.1K | $45.2M | 0.4% | +17.5% |
| AUCTUS ADVISORS LLC | Wealth advisor | 949.6K | $44.1M | 41.8% | -0.7% |
| Drake & Associates, LLC | Wealth advisor | 894.1K | $41.5M | 7.9% | +12.3% |
| RFG Advisory, LLC | Wealth advisor | 880.8K | $40.9M | 0.8% | +16.0% |
| Harbor Group, Inc. | Wealth advisor | 860.8K | $39.9M | 5.8% | +1.5% |
| Geneos Wealth Management Inc. | Wealth advisor | 850.6K | $39.5M | 0.9% | +2.9% |
| HANCOCK WHITNEY CORP | Other | 760.5K | $37.6M | 0.7% | +13.5% |
| Embree Financial Group | Wealth advisor | 765.0K | $35.5M | 4.2% | +26.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 699.9K | $32.6M | 0.1% | -31.0% |
| Arete Wealth Advisors, LLC | Wealth advisor | 701.2K | $32.5M | 2.4% | +13.3% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 682.6K | $31.1M | 1.5% | -0.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 642.7K | $29.8M | 0.1% | +16.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 628.5K | $29.2M | 0.1% | -0.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 572.4K | $26.6M | 0.3% | +16.6% |
| AdvisorNet Financial, Inc | Wealth advisor | 564.2K | $26.2M | 1.4% | +6.8% |
| Sowa Financial Group, Inc. | Wealth advisor | 561.8K | $26.1M | 12.9% | -1.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 550.9K | $25.6M | 0.0% | +23.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 518.1K | $24.0M | 0.1% | +42.9% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Wealth advisor | 515.8K | $23.9M | 5.8% | +12.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 492.2K | $22.8M | 0.0% | +12.6% |
| Piedmont Capital Management, LLC | Wealth advisor | 486.8K | $22.8M | 11.6% | New |
| Towneley Capital Management, Inc / DE | Wealth advisor | 432.9K | $20.1M | 4.2% | +0.9% |
| Aurdan Capital Management, LLC | Wealth advisor | 431.6K | $20.0M | 6.0% | +16.9% |
| M&T Bank Corp | Diversified mechanical | 418.2K | $19.4M | 0.1% | +4.2% |
| Frontier Asset Management, LLC | Wealth advisor | 412.2K | $19.1M | 4.0% | +52.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.